I am creating a very simple workflow that’s job is to notify specific sales team members when a campaign we have running is ending. In each of our deals we have a “Expected End Date” which is a date field. All our campaigns run for 2 – 3 months depending on the client’s needs. When the campaign ends our team reaches out to create a new campaign with the client.
I would like to automate the ability to create a notification and task with the enrolment options: on the custom filled date of the date picker “Expected End Date” with x days before said date, create a task for specific person.
Now I can do everything EXCEPT use the date picker to either trigger at the exact date or X days before / after this date.
Does anyone have a work around?
Please see screenshot to see that every option is me choosing a specific date which won’t work as I need this to be an automation depending on the date field not a once of date that I have selected now.
You can either choose ‘specific date’ if you have a specific date for the campaigns to end or can use the 'contact date property option if you want it to trigger on the basis of the contact property.
Note: This works only for Contact based workfkows.
Hope this helps!
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Thanks and Regards.
I have gone in and looked but the issue is the “Contact date property” requires the deal date to be on the contact where this field is in Deal Information.
there wont be a specific date as every deal will be different so I would need the date property, just one thats associated with a deal not a contact. I cant change the fielkd to be a contact fields as:
1. our clients are over “ongoing” long term meaning we do the new deals with them every 3 months continuously so the date needs to be on each deal
2. Often our clients have multiple types of deals with us depending on services they require
Thanks you again, if this field was on the contact it would be a solved solution, but as this date field is in “deal information” it is not working.
Hi @StormJ , can we create the same deal property in contact property and with the help of the workflow update the contact property (Action- Copy property Value) and then create a contact-based wf and use that property to trigger the wf. Just a thought.
This can be done with a deal-based workflow. The date filters you’re looking for aren’t available in contact-based workflows but in deal-based workflows:
unfortunatly the deal close date wont help as some of our deals are 2 months, some are 3, some are 1 etc. So I need it to be triggered from the deal information date field I created. SO i have created in Deal Information, a new property that is a date field; “expected campaign end date” that our sales team fills in based on when they know the client will close the deal and how long they know the campaign will run for.
The workflow checks whether the date in the custom date property is less than 14 days from today. (It’s not the “is x ago” option but the “from now” option, see my screenshot above.) Let’s say the date property contains the 7th of April. Tomorrow, the deal would fulfill the enrollment criteria and enroll.
Honestly cant thank you enough. I will test to amke sure this is a continuos trigger and run a few deals through it. thank you again! I truly appreciate your help!
Hi! I’m getting a little lost here - I created a custom ‘Date Picker’ property on a Deal. I would like to send surveys to Deal’s who have this property filed in, but send the survey 5 days after the date that is filled in (not 5 days after the date I fill it in) -- aka: if the date filled = 2/23, but I filled the date = 1/19, I want the trigger to be 5 days after 2/23. Is this possible?
